Compass Advisors

01/14/2025

The U.S. stock market rally powered forward in 2024. The S&P 500 has increased more than 20% in back-to-back years. As the market continues to make new highs it is critical to partially sell into strength.
Check out our latest bulletin:

The U.S. stock market rally powered forward in 2024. The S&P 500 has increased more than 20% in back-to-back years. U.S. Stock gains remain concentrated, large-cap stocks dominated in 2024, especially growth and technology stocks, and more specifically the so called Magnificent 7 stocks.

12/26/2024

From all of us at Compass Advisors, wishing you a Happy Hanukkah!

12/25/2024

From all of us at Compass Advisors, wishing you a Merry Christmas!

07/04/2024

Happy Independence Day! Wishing everyone a happy and safe July 4th!

04/11/2024

The trend of robust gains in the stock market continued for the first quarter of 2024. However, unlike last year, the growth extended to sectors beyond technology.

Check out our latest Compass Bulletin:

The trend of robust gains in the stock market continued for the first quarter of 2024. However, unlike last year, the growth extended to sectors beyond technology as depicted in the chart below.

01/19/2024

2023: A Powerful Year of Recovery

The stock and bond markets performed exceptionally well during 2023. Despite a pessimistic tone entering the year, stocks and bonds rallied throughout the year.

Check out our latest bulletin:

2023: A Powerful Year of Recovery The stock and bond markets performed exceptionally well during 2023. Despite a pessimistic tone entering the year, stocks and bonds rallied throughout the year.

01/01/2024

From all of us at Compass... hope you had a wonderful holiday season and wishing you a bright and prosperous New Year!

12/25/2023

Wishing you and your family a Merry Christmas from Compass Advisors!

12/08/2023

Wishing all those who celebrate a very Happy Hanukkah!

10/17/2023

The quarter began on a positive note but experienced a downturn in August and September, resulting in the first quarterly decline in 2023. Concurrently with the decline in stocks, there was a notable increase in interest rates, particularly for longer-term bonds.

Check out our latest Investment Bulletin:

The quarter began on a positive note but experienced a downturn in August and September, resulting in the first quarterly decline in 2023. Concurrently with the decline in stocks, there was a notable increase in interest rates, particularly for longer-term bonds.

09/04/2023

Wishing you a happy and safe Labor Day!

07/04/2023

Wishing everyone a Happy 4th of July from all of us at Compass!